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David Stevens CFP®
Founder & Principal
Jason Wintersteen
Private Wealth Manager
Dave Rasmussen
Operations Manager
Natalia Stevens
Operations Director
Liz Campney
Paraplanner
Carol Meister
Administrative Assistant/Operations
Justin Carlson CFP®, ChFC®
Our services aren’t limited to traditional financial planning and wealth management. We are your “partners” and a trusted resource for all your needs.We listen. We strategize. We engage. We resolve issues.
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